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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
Reachable3.0
TrainingManual–Enterprise
Registration(ManualUpload)
May 2014

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
TABLE OF CONTENTS
1. Invitation
2. Registration
- Account information
- Importing contacts
- Signing up for TeamReach
3. Finding connections
4. Updating contacts
- Making private / deleting
- Updating contacts
5. TeamReach

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INVITATION

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
INVITATION
1. Bynowyou shouldhavereceived
anemailinvitationfromamemberof
yourfirm’sTeamReachor
administrator
2. WithinthisemailwillbeaURLwhere
youcangotocreateaPremium
accountonReachableandjoinyour
company’sTeamReach
3. CopyingthatURLintoyourbrowser
willtakeyoutoadedicatedlanding
pagetostarttheprocess
TeamReach Invitation
The invitation URL will look something like this. .
https://app3.reachable.com/account/Register.aspx?teamreachcode
=UNIQUECODE

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:
ACCOUNT INFORMATION

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REGISTRATION
Account Information
1. ClickingontheURLinyourinvitationemailwill
takeyoutoadedicatedcompanyregistration
page
2. Completetheinformation,rememberingto
useyourcompanyemail
3. Select“Continue”
4. Youwillreceiveanemailconfirmation,witha
requesttoconfirmtheemailaddresswith
whichyouregistered

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
JOINING TEAMREACH
Your companyhas licensedReachable
withTeamReach,grantingyou premium
levelaccessto Reachableand access
to theTeamReachcollaboration
environment.
1. Premiumlevelaccessremoveslimitationson
thenumberofallowablesearchesandlists
thatexistwithintheBasicReachableaccount.
2. TeamReachenables“whoknowshow”
functionalityforyourcompany. TeamReach
isopt-in,andyoucanopt-outatanytimelater
too.
3. ToaccessyourTeamReachpremium
account, justclick“Continue,”leavingthe
“ActivateTeamReach“checkboxselected.

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
REGISTRATION
Email confirmation
1. ClicktheConfirmmyemailaddresslinkor
copyandpastetheURLintoabrowser
window.This willconfirmyournew
Reachableaccount

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION: IMPORTING
CONTACTS

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
YourDataIsYours:YourReachableaccountandanydatayouuploadtoitisyours.Youcandeletethedata,ormakeany
contactsprivate,atanytime.
IMPORTING CONNECTIONS
Overview
Togetstarted, we willhelpyou import
your contactsfrom many sourcesto
createthe most completepictureof who
you know:
• LinkedIn
• Facebook
• Outlook
• Gmail
• Yahoo
• Othercontacts(suchasa.csvfile)

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REGISTRATION:
IMPORTING LINKEDIN

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
IMPORTING CONNECTIONS
LinkedIn - Manual: Import Your Public Profile
Incasetheautomatedimporterisnotpermittedonyourcompany’snetwork,usetheManualprocesstoimport
yourPublicprofileandthenyourContactsintoReachablebyfollowingthesesteps:
11. Clickontheurlprovidedtotake
youtothelocationinLinkedInto
downloadyourprofile
2. Hoverover“EditProfile”and
select“ExportPDF”
3. SavethePDFtoyourcomputer,
thenselect“UploadPDF”in
Reachableandselectthefile.
4. Thiswillstarttheprocessof
importingyourprofileinto
Reachableandtakeyoutoapage
touploadyourContactsnext
2
3

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
3. SavetheCSVtoyourcomputer,thenselect
“UploadCSV”inReachableandselectthefile.
4. Thiswillstarttheprocessofimportingyour
contactsintoReachable.
ToimportyourcontactsintoReachable,
followthesesteps:
1. Clickontheurlprovidedtotakeyouto
thelocationinLinkedIntodownload
yourcontacts
2. Ensure“MicrosoftOutlookCSV”is
selectedandclick “Export”
1
IMPORTING CONNECTIONS
LinkedIn - Manual: Import Your Connections
2 3

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:
IMPORTING FACEBOOK

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IMPORTING FACEBOOK
Importing contacts and profile information
1. Click“AddFacebookFriends”undertostart
importingyourcontactsandprofile
informationfromFacebook
2. Ifyouaren’tloggedintoFacebook,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,thewindowwill
closeandtheimportwillbegin.
4. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:
IMPORTING OUTLOOK

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
IMPORTING OUTLOOK CONTACTS
Upload File
YoucanalsoloadyourOutlookcontacts.Once
youexportyourOutlookcontactstoaWindows
csvfile,youcanuploadthemusingthe
followingsteps;
1. TouploadanexternalOutlookcsvfileof
contacts,clickon“Other”underemail
2. Click“Browse”andselectthefileyouwish
toimport
3. Onceyou’veselectedit,selectthe“Import
Contacts”button,thiswillstarttheprocess

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION: IMPORTING
YAHOO

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
IMPORTING YAHOO
Importing contacts
1. Click“Yahoo”underEmail
2. Ifyouaren’tloggedintoYahoo,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,youwillbeaskedto
allowtheimportofcontactsfromyourYahoo
account
4. Select“Agree”
5. Thewindowwillcloseandtheimportwill
begin.
6. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION: IMPORTING
GMAIL

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
IMPORTING GMAIL
Importing contacts
1. Click“Gmail”underEmail
2. Ifyouaren’tloggedintoGmail,you’llbe
promptedforyourlogininformation
3. Onceyouareloggedin,youwillbeaskedto
allowtheimportofcontactsfromyourGmail
account
4. Select“GrantAccess”
5. Thewindowwillcloseandtheimportwill
begin.
6. Thisimportmaytakesometime,butfeelfree
tocontinuetheotherimportsduringthattime.
A“Completed“statuswillappearwhenit’s
done

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:
IMPORTING OTHER CONTACTS

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
IMPORTING OTHER CONTACT FILES
Upload File
Youcanalsoloadothercontactfilesyoumay
have,suchasOutlookexport.csvfiles.
1. Touploadanexternalfileofcontact,clickon
“Other”underemail
2. Click“Browse”andselectthefileyouwishto
import
3. Onceyou’veselectedit,selectthe“Import
Contacts”button,thiswillstarttheprocess

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION:YOUR PROFILE

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
ADDING EMPLOYMENT RECORD
Ifyoudidn’timportyourprofilefromLinkedInor
Facebook,thenyou’llbeaskedtoenteryourmost
recentemploymentrecord:
1. Filloutthe“Company”name,“Title”,“Start”
and“End”date,ifthereisnoenddate,leave
ascurrentinthefield
2. Thenselect“SaveDetails”

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
REGISTRATION COMPLETE

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person or entity is strictly prohibited.
Onceyou’vecompleteduploadingyourprofileand
contactstoReachable,youcannowbeginusing
youraccountbysearchingforapersonorcompany,
aswellasuploadingandcreatinglistsofpotential
targetsandinvitingotherstoTeamReach.
REGISTRATION COMPLETE
Reachable Features

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(c) 2014 Reachable, Inc., Proprietary and Confidential, Any distribution in any format to any person is strictly prohibited.
NEEDADDITIONALHELP?
SUPPORT@REACHABLE.COM